Resources

Welcome to the GuideCX Blog

When people know what to expect, they feel better—and that includes you. The GuideCX blog tells you everything you need to know about new client implementation and onboarding so you can rock at it every time.

GuideCX’s Ultimate Client Onboarding Guide for Beginners

GuideCX’s Ultimate Client Onboarding Guide for Beginners

Belle Ferro

Contents: What is client onboarding? Why is it important? How long does the client onboarding process take? What makes a good client onboarding specialist? Preparing for onboarding success What does it look like when a client onboarding process is successful? What...

9 Essential Features for Easy Project Management

9 Essential Features for Easy Project Management

Belle Ferro

What is a project management software?   “Project management is the use of specific knowledge, skills, tools and techniques to deliver something of value to people,” according to the Project Management Institute.   The top project management softwares have 6...

4 Strategies for Converting More Free Trials

4 Strategies for Converting More Free Trials

Belle Ferro

Converting more free trials means building trust with prospective customers and lowering the cost of customer acquisition. Free trials are also becoming increasingly necessary for SaaS companies looking to create long-term contracts. They even increase customer...

The Ultimate HealthTech Onboarding Guide

The Ultimate HealthTech Onboarding Guide

Belle Ferro

There’s nothing like a pandemic to turn the world’s attention to the growing importance and dependence on the healthtech industry.  Did you know that for the third quarter of 2021, digital health companies scored $6.7 billion across 169 investment deals? Investors are...

5 Different Ways to Use a Workflow Software at Your SaaS Company

5 Different Ways to Use a Workflow Software at Your SaaS Company

Peter Ord

From healthcare to humanities, nearly every industry is making the switch to digital workflow software. Why? Not only does workflow software save on time and money, but it also provides an easy, readily accessible way to stay organized.  Though these benefits matter...

Introduction to Project Management: A Guide for New Project Managers

Introduction to Project Management: A Guide for New Project Managers

Harris Clarke

Meet Jamie. She just got promoted to project manager. She’s excited to take on more responsibility and help grow the company.  Project management can be tricky, though. That’s why we’ve created a guide to project management full of information about what it takes to...

A Guide on Reducing Churn During SaaS Client Onboarding: Customer Success Managers

A Guide on Reducing Churn During SaaS Client Onboarding: Customer Success Managers

Belle Ferro

Whether you’re a B2B enterprise corporation or a mid-market company, SaaS client onboarding is an essential part of your business. At some point as you scale, you realize a spreadsheet-driven process isn’t going to be enough. Not only that, but basic project...

Free Trial Conversion Rates: Understanding the Meaning behind the Metrics

Free Trial Conversion Rates: Understanding the Meaning behind the Metrics

Todd White

Click here to sign up for the free trial conversion webinar on Tuesday February 8, 2022. What’s a popular way to increase product exposure and expand your customer base? Invite prospective customers to try your product for free. “Thanks to its advantages, the free...

3 Ways to Build Trust with Your Buyer During Onboarding in GuideCX

3 Ways to Build Trust with Your Buyer During Onboarding in GuideCX

Shawn Stinson

In a blog post, Christopher Penn wrote, “transparency is the currency of trust.” When you’re onboarding a new client, you need to build trust with your buyer quickly. When I first joined GuideCX, it was an initiative of mine to meet with some of our largest customers...